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Avior Wealth Management, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avior Wealth Management, LLC on DFIV, newest first. How the timeline and the estimate are built.

Avior Wealth Management, LLC held 119,975 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,975 shares
    Change vs previous 13F +1,769 shares

    0.17% of the 13F portfolio, value $6,481,067.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,206 shares
    Change vs previous 13F +1,437 shares

    0.18% of the 13F portfolio, value $6,238,905.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 116,769 shares
    Change vs previous 13F -2,995 shares

    0.18% of the 13F portfolio, value $5,826,795.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 119,764 shares
    Change vs previous 13F +21,278 shares

    0.18% of the 13F portfolio, value $5,523,521.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,486 shares
    Change vs previous 13F +3,570 shares

    0.15% of the 13F portfolio, value $4,218,163.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 94,916 shares
    Change vs previous 13F +635 shares

    0.14% of the 13F portfolio, value $3,735,878.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 94,281 shares
    Change vs previous 13F +4,313 shares

    0.12% of the 13F portfolio, value $3,345,104.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 89,968 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,425,994.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).